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Senior Portfolio Strategy and Trusts Advisor
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-05
Listing for:
Northern Trust Corp
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Northern Trust in San Diego seeks a Sr. Portfolio Advisor, Manager to lead an Investment Services group, manage large client portfolios and guide investment strategies. This role involves close collaboration with the client service team and senior stake-holders to ensure objectives are met.
The position requires 10–12 years of investment experience, strong knowledge of trust investments and taxation, and excellent communication with co-trustees, clients and legal teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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